The yen’s value amid a tale of two elections
The Japanese yen has long been regarded as a safe haven currency. Will this remain true in the face of increased market uncertainty?
The Chinese renminbi in an era of loose monetary policy
China’s central bank faces two seemingly conflicting tasks for 2025: keeping interest rates low to spur faster economic growth while preventing sharp swings in the exchange rate.
The future of bonds and Big Tech under Trump
Will the tech-driven US stock market rally be sustained in 2025 or will it be cut short?
Next Week in China: 31 March-4 April
Next week will be a quiet week for major data releases, save for PMI data which captures the current state of the manufacturing and service sectors. In addition to this, the 2025 Zhongguancun Forum, held from 27-31 March, is also worth some attention.
Sound Economies with Mel & Peter: 27 March 2025
Are global investors reconsidering China? We discuss in this episode the attendance of several foreign business leaders in a weekend development forum in Beijing, as well as a fear of an “AI bubble” in the US. Meanwhile, more investment houses... Read More →
Next Week in China: 24-28 March 2025
Next week will be a relatively quiet period for major data releases, with only six scheduled for Chinese markets and only two for Mainland China.
Sound Economies with Mel & Peter: 20 March 2025
Indonesia’s stock market crashed on 18 March over fears that the country’s fiscal house is in disarray under new spending priorities of the government. Meanwhile, Brazil revealed a plan to increase income tax exemptions while imposing a 10% tax on... Read More →
Is Japan’s steel immune to Trump’s tariff game?
Japan’s steel producers have not been spared from a fresh wave of US tariffs. However, there is little reason to panic.
Sound Economies with Mel & Peter: 14 March 2025
In this episode, we challenge our sunshiny outlook on the global markets — are we seeing more clouds on the horizon, and is this enough to change our investment allocations? We look at Germany’s lack of progress on economic reforms,... Read More →
Next Week in China: 17-21 March 2025
Next week will be significant for economic data releases, with seven major data points coming from Mainland China.